GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH (EIN 46-4588696)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202601329349302805
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T09:41:51+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Street Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464588696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAD | BusinessNameControlTxt |
| Phone | 8169264400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 EAST 50TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW C GIBSON | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 8169264400 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW C GIBSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 EAST 50TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,203,855 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STOWERS.ORG/GRADSCHOOL | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR") EXEMPT PURPOSE IS TO PROVIDE GRADUATE EDUCATION THAT WILL PREPARE SCHOLARS FOR SCIENTIFIC RESEARCH IN THE BIOLOGICAL SCIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 89 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $224,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,770 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,560,400 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,805,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $82,116 | PYInvestmentIncomeAmt |
| CY Investment Income | $198,488 | CYInvestmentIncomeAmt |
| PY Other Revenue | $849 | PYOtherRevenueAmt |
| CY Other Revenue | $1,253 | CYOtherRevenueAmt |
| PY Total Revenue | $2,867,365 | PYTotalRevenueAmt |
| CY Total Revenue | $3,033,661 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,082,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,200,389 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $570,667 | PYOtherExpensesAmt |
| CY Other Expenses | $567,227 | CYOtherExpensesAmt |
| PY Total Expenses | $2,652,777 | PYTotalExpensesAmt |
| CY Total Expenses | $2,767,616 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $214,588 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $266,045 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,105,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,483,799 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $255,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227,040 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,850,434 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,256,759 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $1,252,195 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,602,150 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $182,217 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $70,000 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $176,426 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,722 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $133,000 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $94,722 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $133,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,705,560 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 89 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATY GRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169264000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 50TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CAROLINE KANE | |||||||||
| DIRECTOR & CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW C GIBSON | |||||||||
| DIRECTOR & PRESIDENT BEGINNING 7/1/24 | 8.0 | 40.0 | Yes (X) | Yes (X) | $0 | $407,200 | $238,318 | ||
| ALEJANDRO SNCHEZ ALVARADO | |||||||||
| DIRECTOR | 2.0 | 42.0 | Yes (X) | $0 | $1,094,951 | $839,779 | |||
| ANTONIO GIRALDEZ | |||||||||
| DIRECTOR BEGINNING 4/22/25 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINE CALLIS-DUEHL | |||||||||
| DIRECTOR BEGINNING 4/22/25 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOIS NORA | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NIPAM PATEL | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HAYLEY HANSON | |||||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER GERTON | |||||||||
| CHIEF ACADEMIC OFFICER/DEAN BEGINNING 7/1/24 | 2.0 | 40.0 | Yes (X) | $0 | $396,972 | $87,876 | |||
| KATY GRAHAM | |||||||||
| TREASURER & CFO BEGINNING 5/28/25 | 2.0 | 40.0 | Yes (X) | $0 | $183,354 | $41,766 | |||
| PENNY M SPENCE | |||||||||
| CFO/TREASURER THRU 4/8/25 | 2.0 | 49.0 | Yes (X) | $0 | $753,782 | $79,650 | |||
| SUSAN WEIGEL | |||||||||
| ASSOCIATE DEAN FOR ADMIN | 40.0 | 0.0 | $130,725 | $0 | $43,633 | Yes (X) | |||
| GEORGE L SATTERLEE | |||||||||
| FORMER OFFICER | 0.0 | 42.0 | $0 | $518,670 | $84,947 | Yes (X) | |||
| R SCOTT HAWLEY | |||||||||
| FORMER VP & DEAN DECEASED 1/31/25 | 0.0 | 40.0 | $0 | $360,706 | $76,835 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,725 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,715,635 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,492,804 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,770 | AllOtherContributionsAmt |
| Noncash Contributions | $27,770 | NoncashContributionsAmt |
| Total Contributions | $28,770 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PER CAPITA APPROPRIATION FROM SIMR | 561000 | $2,595,150 | $2,595,150 |
| SUPPLEMENTAL APPROPRIATION FROM SIMR | 561000 | $210,000 | $210,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,805,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,399 | TotalRevenueColumnAmt |
| Exclusion | $198,399 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,170,283 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,170,194 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $89 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89 | TotalRevenueColumnAmt |
| Exclusion | $89 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,253 | TotalRevenueColumnAmt |
| Exclusion | $1,253 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,253 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,033,661 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,805,150 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $199,741 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,415 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $209,415 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,544,492 | TotalAmt |
| Program Services | $1,043,305 | ProgramServicesAmt |
| Management And General | $501,187 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,162 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $80,162 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,185 | TotalAmt |
| Program Services | $207,370 | ProgramServicesAmt |
| Management And General | $96,815 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,135 | TotalAmt |
| Program Services | $21,977 | ProgramServicesAmt |
| Management And General | $40,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,752 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $64,752 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,655 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,777 | TotalAmt |
| Program Services | $26,763 | ProgramServicesAmt |
| Management And General | $19,014 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,091 | TotalAmt |
| Program Services | $2,007 | ProgramServicesAmt |
| Management And General | $6,084 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,670 | TotalAmt |
| Program Services | $79,670 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,302 | TotalAmt |
| Program Services | $186,815 | ProgramServicesAmt |
| Management And General | $17,487 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,113 | TotalAmt |
| Program Services | $111,876 | ProgramServicesAmt |
| Management And General | $7,237 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES & EQUIPMENT | $19,496 | $18,650 | $846 | $0 |
| DUES, SUBSCRIPTIONS, & REGISTRATIONS | $9,328 | $2,275 | $7,053 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,043 | TotalAmt |
| Program Services | $4,852 | ProgramServicesAmt |
| Management And General | $191 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,767,616 | TotalAmt |
| Program Services | $1,705,560 | ProgramServicesAmt |
| Management And General | $1,062,056 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,925 | BOYAmt |
| EOY | $87,231 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126 | BOYAmt |
| EOY | $6,266 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,196 | BOYAmt |
| EOY | $5,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,034,176 | BOYAmt |
| EOY | $6,307,461 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,498 | BOYAmt |
| EOY | $77,601 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,105,921 | BOYAmt |
| EOY | $6,483,799 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,487 | BOYAmt |
| EOY | $227,040 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,487 | BOYAmt |
| EOY | $227,040 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,574,800 | BOYAmt |
| EOY | $6,133,211 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,634 | BOYAmt |
| EOY | $123,548 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,850,434 | BOYAmt |
| EOY | $6,256,759 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,105,921 | BOYAmt |
| EOY | $6,483,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $266,045 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $140,280 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF SIMR AND ITS RELATED ORGANIZATIONS, COLLECTIVELY ("THE INSTITUTE"), OF WHICH GSSIMR IS AN EDUCATIONAL ORGANIZATION OF SIMR, IS AS FOLLOWS: THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | NOTICE OF THE NON-DISCRIMINATION POLICY IS MADE KNOWN TO THE GENERAL COMMUNITY AS PUBLISHED ON THE STOWERS.ORG/GRADSCHOOL WEBSITE AND IN ALL BROCHURES AND PUBLICATIONS DEALING WITH RESEARCHER ADMISSIONS AND PROGRAMS. RESEARCHERS IN GSSIMR PROGRAMS COME FROM MULTIFACETED DOMESTIC US AND INTERNATIONAL COMMUNITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW C GIBSON | ||||||||||||||
| DIRECTOR & PRESIDENT BEGINNING 7/1/24 | $0 | $385,417 | $0 | $0 | $0 | $21,783 | $0 | $203,265 | $0 | $35,053 | $0 | $645,518 | $0 | $0 |
| ALEJANDRO SNCHEZ ALVARADO | ||||||||||||||
| DIRECTOR | $0 | $1,041,927 | $0 | $0 | $0 | $53,024 | $0 | $771,447 | $0 | $68,332 | $0 | $1,934,730 | $0 | $0 |
| R SCOTT HAWLEY | ||||||||||||||
| FORMER VP & DEAN DECEASED 1/31/25 | $0 | $355,762 | $0 | $0 | $0 | $4,944 | $0 | $51,750 | $0 | $25,085 | $0 | $437,541 | $0 | $0 |
| GEORGE L SATTERLEE | ||||||||||||||
| FORMER OFFICER | $0 | $515,106 | $0 | $0 | $0 | $3,564 | $0 | $51,750 | $0 | $33,197 | $0 | $603,617 | $0 | $0 |
| PENNY M SPENCE | ||||||||||||||
| CFO/TREASURER THRU 4/8/25 | $0 | $752,972 | $0 | $0 | $0 | $810 | $0 | $51,750 | $0 | $27,900 | $0 | $833,432 | $0 | $0 |
| JENNIFER GERTON | ||||||||||||||
| CHIEF ACADEMIC OFFICER/DEAN BEGINNING 7/1/24 | $0 | $342,650 | $0 | $0 | $0 | $54,322 | $0 | $51,750 | $0 | $36,126 | $0 | $484,848 | $0 | $0 |
| KATY GRAHAM | ||||||||||||||
| TREASURER & CFO BEGINNING 5/28/25 | $0 | $182,778 | $0 | $0 | $0 | $576 | $0 | $27,692 | $0 | $14,074 | $0 | $225,120 | $0 | $0 |
| SUSAN WEIGEL | ||||||||||||||
| ASSOCIATE DEAN FOR ADMIN | $129,592 | $0 | $0 | $0 | $1,133 | $0 | $20,170 | $0 | $23,463 | $0 | $174,358 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | THE FOLLOWING PERSONS WITH RESPECT TO A RELATED ORGANZATION, STOWERS INSTITUTE FOR MEDICAL RESEARCH (SIMR), PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ALEJANDRO SANCHEZ ALVARADO - ACCRUAL OF $719,697 AND $0 DISTRIBUTION. MATTHEW C. GIBSON - ACCRUAL OF $151,515 AND $0 DISTRIBUTION. |
| Schedule J, Part II EXPLANATION OF COMPENSATION | PENNY M. SPENCE RECEIVED COMPENSATION FROM STOWERS RESOURCE MANAGEMENT INC. ("SRM") IN HER FULL-TIME ROLE AS EXECUTIVE VICE-PRESIDENT AND CFO OF SRM (THROUGH APRIL 8, 2025). ALEJANDRO SANCHEZ ALVARADO RECEIVED COMPENSATION FROM STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") IN HIS FULL-TIME ROLE AS CHIEF SCIENTIFIC OFFICER OF SIMR. MATTHEW C. GIBSON RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS INVESTIGATOR. JENNIFER GERTON RECEIVED COMPENSATION FROM SIMR IN HER FULL-TIME ROLL AS INVESTIGATOR. BOTH SRM AND SIMR FOLLOW THE PROCEDURES OF THE REBUTTABLE PRESUMPTION, FOR SPENCE, SANCHEZ ALVARADO, AND GIBSON, TO ESTABLISH THEIR COMPENSATION INCLUDING RETAINING THE SERVICES OF AN INDEPENDENT NATIONALLY KNOWN COMPENSATION CONSULTANT AND USING COMPENSATION COMMITTEES. GEORGE L. SATTERLEE RECEIVED COMPENSATION FROM SRM IN HIS FULL-TIME ROLE AS EXECUTIVE VICE-PRESIDENT AND HUMAN RESOURCE OFFICER OF SRM. R. SCOTT HAWLEY (DECEASED 1/31/25) RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS INVESTIGATOR. |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,770 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I COLUMN B - NUMBER OF CONTRIBUTIONS | THE AMOUNT SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | The organization uses its supporting organization, Stowers Resource Management ("SRM"), to process noncash contributions. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR") IS A TAX-EXEMPT ORGANIZATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND FURTHER DESCRIBED AS AN EDUCATIONAL ORGANIZATION UNDER SECTION 170(B)(1)(A)(II) OF THE CODE. GSSIMR PROVIDES GRADUATE EDUCATION RELATING TO MEDICAL OR SCIENTIFIC RESEARCH WITH AN EMPHASIS ON INNOVATIVE RESEARCH TECHNIQUES IN THE BIOLOGICAL SCIENCES. GSSIMR OFFERS A RESEARCH BASED PH.D. IN BIOLOGY AND OTHER INSTRUCTION PROGRAMS. |
| Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION | THE MISSION OF GSSIMR IS TO PREPARE A SUPERB CADRE OF PREDOCTORAL RESEARCHERS FROM AROUND THE WORLD FOR THE PURSUIT OF INNOVATIVE AND CREATIVE INVESTIGATIONS IN THE BIOLOGICAL SCIENCES. ALL SUCCESSFUL APPLICANTS SHARE A DEMONSTRATED ABILITY TO PERFORM BIOLOGICAL RESEARCH, AS EVIDENCED BY PREVIOUS RESEARCH EXPERIENCE. THE PROGRAM FOCUSES ON EXTENDING THE ABILITY OF PREDOCTORAL RESEARCHERS (STUDENTS) THROUGH HANDS-ON LABORATORY EXPERIENCE THAT STRESSES HIGHLY CRITICAL THINKING IN COMBINATION WITH IN-DEPTH EXPERIENCE IN THE LATEST METHODOLOGIES AND APPROACHES. STUDENTS PERFORM THESIS RESEARCH IN LABORATORIES WORKING AT THE CUTTING EDGE OF MODERN BIOLOGICAL INQUIRY. IN AN AVERAGE TIME OF SIX YEARS FROM MATRICULATION, STUDENTS ARE EXPECTED TO DEVELOP AND EXECUTE A RESEARCH PROJECT THAT ADDRESSES A SIGNIFICANT BIOLOGICAL QUESTION, WHICH WILL RESULT IN A PH.D. IN BIOLOGY. THE PROGRAM OF GSSIMR STRESSES CRITICAL THINKING AND THE RAPID DEVELOPMENT OF EXPERIMENTAL PROWESS, INSTEAD OF TRADITIONAL DIDACTIC COURSEWORK. IN AUGUST, THE PH.D. PROGRAM STARTS WITH A SERIES OF SEVEN INTENSIVE ALL-DAY MODULAR COURSES WITH TOPICS INCLUDING GENETICS, GENE EXPRESSION, GENOMICS, PROKARYOTIC BIOLOGY, CELL BIOLOGY, DEVELOPMENT AND EVOLUTION, AND NEUROSCIENCE. THE MODULES INCLUDE SIGNIFICANT LAB WORK, AS WELL AS LECTURES AND CRITICAL READING AND DISCUSSION OF RELEVANT PAPERS. IN SPRING OF THEIR FIRST YEAR, STUDENTS ENGAGE IN THREE CONSECUTIVE TWO-MONTH ROTATIONS IN LABS OF THEIR CHOICE. UNDISTRACTED BY TRADITIONAL COURSEWORK, EXPECTATIONS ARE EXTREMELY HIGH FOR STUDENTS TO FOCUS ALMOST EXCLUSIVELY ON A SHORT-TERM RESEARCH PROJECT. STUDENTS ALSO PARTICIPATE IN A COURSE THAT IS DEVOTED TO THE DEVELOPMENT OF THE NECESSARY PROFICIENCY IN SCIENTIFIC COMMUNICATION. STUDENTS ENTER THEIR THESIS LABS IN JUNE OF THEIR FIRST YEAR AND UNDERGO AN ASSESSMENT OF KNOWLEDGE, PERFORMANCE, AND RESEARCH PROGRESS WITHIN THE FIRST TWO YEARS OF THEIR THESIS RESEARCH. UPON COMPLETION OF THEIR RESEARCH PROJECTS, STUDENTS ARE EXPECTED TO BE ABLE TO IDENTIFY INTERESTING BIOLOGICAL PROBLEMS, DEVISE AND CREATE INTERDISCIPLINARY APPROACHES TO THOSE PROBLEMS, AND EXECUTE INVESTIGATIONS USING THE BEST TOOLS AVAILABLE. STUDENTS ARE EXPECTED TO DEMONSTRATE PROFICIENCY IN THE CORE COMPETENCIES BY THE END OF THEIR PROGRAM. THE COMPLETION OF A BODY OF RESEARCH THAT ADDRESSES A SIGNIFICANT BIOLOGICAL PROBLEM AND IS LIKELY TO RESULT IN AT LEAST ONE PUBLICATION IN A HIGH-IMPACT JOURNAL IS REQUIRED FOR THE SUCCESSFUL COMPLETION OF THE PH.D. RESEARCH PROGRAM. THE PUBLICATION FORMS THE MAIN BODY OF A THESIS. A DETAILED LITERATURE REVIEW PRECEDES THE THESIS AND A DISCUSSION OF THE POSSIBLE NEXT STEPS IN THE RESEARCH FOLLOWS THE THESIS. PRESENTATION OF AN OPEN SEMINAR ALSO IS REQUIRED TO COMPLETE THE RESEARCH PROGRAM. GSSIMR ADMITTED ITS FIRST CLASS TO BEGIN THE PH.D. PROGRAM IN AUGUST 2012 AND HAS ADMITTED A NEW CLASS EACH AUGUST. AS OF JUNE 30, 2025, THE PROGRAM CONSISTED OF 45 STUDENTS WITH VARIOUS SCIENTIFIC RESEARCH BACKGROUNDS FROM 24 DIFFERENT COUNTRIES. 40 PH.D. DEGREES HAVE BEEN CONFERRED SINCE THE 2016-2017 ACADEMIC YEAR. |
| Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION | GSSIMR HAS ANOTHER INSTRUCTIONAL PROGRAM, POSTDOC EDGE. POSTDOC EDGE IS A RIGOROUS, FIVE-YEAR POSTDOCTORAL TRAINING PROGRAM DESIGNED TO PREPARE AND POSITION POSTDOCTORAL RESEARCHERS FOR SUCCESSFUL INDEPENDENT SCIENTIFIC CAREERS. THE INSTITUTE'S STRONG TRADITION OF VALUING CURIOSITY-DRIVEN SCIENCE AFFORDS POSTDOCS AN UNMATCHED RANGE OF RESEARCH OPPORTUNITIES TO ASK BOLD QUESTIONS AND ADVANCE THE FUNDAMENTAL KNOWLEDGE CRITICAL FOR UNDERSTANDING THE BIOLOGICAL BASIS OF BOTH HEALTH AND DISEASE. WORKING IN THE LAB OF A HIGHLY DISTINGUISHED STOWERS INVESTIGATOR AND GUIDED BY TEAMS OF SCIENTIFIC EXPERTS, POSTDOCS ARE EXPECTED TO LEVERAGE COMPREHENSIVE AND UNPARALLELED SUPPORT TO PERFORM RIGOROUS, IMPACTFUL RESEARCH AT THE FOREFRONT OF THEIR FIELDS. |
| Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION | GSSIMR HAS ANOTHER INSTRUCTION PROGRAM KNOWN AS THE STOWERS SUMMER SCHOLARS PROGRAM.THE MISSION OF THE STOWERS SUMMER SCHOLARS PROGRAM IS TO PROVIDE AN INVALUABLE LABORATORY EXPERIENCE FOR UNDERGRADUATE SCIENCE SCHOLARS WHO ARE INTERESTED IN LEARNING MORE ABOUT GRADUATE SCHOOL AND A FUTURE IN ACADEMIC RESEARCH. EACH SCHOLAR PARTICIPATING IN THE STOWERS SUMMER SCHOLARS PROGRAM WORKS ON AN INDEPENDENT RESEARCH PROJECT. THE PROGRAM OFFERS SCHOLARS THE OPPORTUNITY TO BECOME IMMERSED IN A RESEARCH TOPIC FOR A FULL-TIME EIGHT-WEEK PERIOD. STOWERS SCHOLARS HAVE OPPORTUNITIES TO INTERACT AND COLLABORATE WITH OTHER MEMBERS OF THEIR LABORATORY AND THE STOWERS COMMUNITY AS A WHOLE. IN THIS WAY, STOWERS SCHOLARS EXPERIENCE NOT ONLY THE INTELLECTUAL BUT ALSO THE COLLABORATIVE SPIRIT OF RESEARCH. IN ADDITION, STOWERS SCHOLARS HAVE THE OPPORTUNITY TO FAMILIARIZE THEMSELVES WITH THE LATEST TECHNIQUES IN LABORATORIES AND SUPPORTING TECHNOLOGY CENTERS, WHICH ARE EQUIPPED WITH THE MOST ADVANCED TECHNOLOGY. STOWERS SCHOLARS SPEND THE VAST MAJORITY OF THEIR TIME IN THE LABORATORY. ALL SCHOLARS ARE REQUIRED TO ATTEND WEEKLY SCIENTIFIC SEMINARS ON AN ARRAY OF RESEARCH TOPICS. OTHER ACTIVITIES INCLUDE A WEEKLY LUNCH WHERE SCHOLARS HEAR PRESENTATIONS BY STOWERS SCIENTISTS, SHARE IDEAS, AND DISCUSS INDIVIDUAL PROJECTS AND EXPERIMENTS. AT THE COMPLETION OF THE PROGRAM, SCHOLARS PRESENT THEIR WORK IN AN ALL-INSTITUTE POSTER SESSION. IN 2025, THE STOWERS SUMMER SCHOLARS PROGRAM HAD 18 PARTICIPANTS FROM SEVEN COUNTRIES, REPRESENTED 15 SCHOOLS, AND PERFORMED RESEARCH IN 13 DIFFERENT LABS AT THE STOWERS INSTITUTE. |
| Form 990, Part III, Line 4d OTHER PROGRAM SERVICE DESCRIPTION | ANOTHER GSSIMR INSTRUCTIONAL PROGRAM IS THE COMPUTATIONAL BIOLOGY SCHOLARS PROGRAM. THIS ONE-YEAR PROGRAM PROVIDES A VALUABLE, CAREER-ENHANCING RESEARCH AND MENTORING OPPORTUNITY FOR EARLY-CAREER COMPUTATIONAL BIOLOGISTS AND BIOINFORMATICIANS. COMPUTATIONAL BIOLOGY SCHOLARS ARE IMMERSED IN THE ENVIRONMENT OF INDIVIDUALS, TECHNOLOGIES, AND APPROACHES THAT TOGETHER PRODUCE INNOVATIVE AND IMPACTFUL RESEARCH. THE SCHOLARS RECEIVE MENTORSHIP AND HANDS-ON EXPERIENCE WORKING ALONGSIDE EXPERTS FROM STOWERS TECHNOLOGY CENTERS WHILE ANSWERING BIOLOGICAL QUESTIONS FROM A STOWERS LABORATORY. THE PROGRAM REQUIRES PARTICIPANTS TO HAVE RECEIVED A BACHELOR'S DEGREE OR HIGHER IN COMPUTER SCIENCE, BIOINFORMATICS, DATA SCIENCE, OR A RELATED FIELD, INCLUDING A BIOLOGY DEGREE WITH EXPERIENCE IN CODING. APPLICANTS NEED TO DEMONSTRATE EXPERIENCE WITH LINUX, R, PYTHON, DATA ANALYSIS, AND VISUALIZATION; ABILITY TO READ EXISTING CODE AND MAKE CHANGES; AND FAMILIARITY WITH STATISTICS AND QUANTITATIVE REASONING. FOR THE 2024-2025 PROGRAM YEAR, THE PROGRAM HAD TWO PARTICIPANTS WORKING WITH TWO DIFFERENT LABS AT THE STOWERS INSTITUTE. |
| Form 990, Part III, Line 3 Significant changes in program services | For Fiscal Year 2025, the Research Scholars Program was paused. The program returned in fiscal year 2026 after re-evaluation. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 94,722 including grants of $ 0)(Revenue $ 133,000) SEE SCHEDULE O |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE DATA AND INFORMATION NECESSARY TO PREPARE GSSIMR'S FORM 990 WAS COMPILED BY GSSIMR'S ACCOUNTING SUPPORT TEAM. FORVIS MAZARS LLP, THE INSTITUTE'S EXTERNAL TAX PREPARER, USES THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS REVIEWED BY THE OFFICERS OF GSSIMR BEFORE IT IS FILED WITH THE IRS. AFTER THE PREPARATION AND REVIEW PROCESS DESCRIBED ABOVE, THE FORM 990, INCLUDING REQUIRED SCHEDULES IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD BEFORE IT IS FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | GSSIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY." EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF GSSIMR ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. ALSO, A COVERED PERSON MUST DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. PER THE POLICY, THE BOARD OF DIRECTORS OR GOVERNANCE COMMITTEE THEN REVIEWS THE DISCLOSURE TO DETERMINE WHETHER A CONFLICT EXISTS. AFTER THE COVERED PERSON MAKES THE RELEVANT DISCLOSURE, THEY ARE RECUSED AND MAY NOT PARTICIPATE IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. GSSIMR ALSO CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO ENSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE BOARD, WHICH INCLUDES A MAJORITY OF INDEPENDENT BOARD MEMBERS (AS REQUIRED BY THE ORGANIZATION'S BYLAWS, AND AS DEFINED AND DETERMINED IN ACCORDANCE WITH THE ORGANIZATION'S POLICY ON CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE), IN ACCORDANCE WITH ITS ADOPTED BYLAWS, WILL REVIEW THE PERFORMANCE OF THE ORGANIZATION'S PRESIDENT ANNUALLY BEGINNING JUNE 2, 2026 (IN AN EXECUTIVE SESSION HELD IN CONJUNCTION WITH A REGULARLY SCHEDULED BOARD MEETING), DURING WHICH THE BOARD WILL ADDRESS ACCOMPLISHMENTS WITH RESPECT TO THE ORGANIZATION'S STRATEGIC INITIATIVES, DISCUSS SALARY INCREASE OPTIONS, AND ULTIMATELY APPROVE THE PRESIDENT'S TERMS OF EMPLOYMENT, INCLUDING COMPENSATION. ASIDE FROM THE ANNUAL FORMAL REVIEW, THE BOARD INFORMALLY DISCUSSES THE PRESIDENT'S PERFORMANCE AT EACH EXECUTIVE SESSION HELD IN CONJUNCTION WITH A REGULARLY SCHEDULED BOARD MEETING. MATTHEW C. GIBSON IS COMPENSATED BY RELATED ORGANIZATION, STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR"), AND PART OF HIS COMPENSATION FROM SIMR IS ALLOCATED ON LINE 5 OF THE STATEMENT OF FUNCTIONAL EXPENSES FOR SERVICES PERFORMED IN HIS OFFICIAL CAPACITY FOR THIS ORGANIZATION. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | ALEJANDRO SANCHEZ ALVARADO AND MATTHEW C. GIBSON, DIRECTORS OF GSSIMR, AND PENNY M. SPENCE (THROUGH APRIL 8, 2025) AND JENNIFER GERTON, OFFICERS OF GSSIMR, HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, LINE 6 LINE 7A AND LINE 7B - SOLE MEMBER AND GOVERNANCE DECISIONS | SIMR IS GSSIMR'S SOLE MEMBER AND ELECTS GSSIMR'S BOARD OF DIRECTORS. SIMR ALSO HAS THE RIGHT TO REMOVE, WITH OR WITHOUT CAUSE, ONE OR MORE DIRECTORS. |
| FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS & KEY EMPLOYEES | JENNIFER GERTON (BEGINNING JULY 1, 2024) IS COMPENSATED BY RELATED ORGANIZATION, SIMR, AND PART OF HER COMPENSATION FROM SIMR IS ALLOCTED ON LINE 5 OF THE STATEMENT OF FUNCTIONAL EXPENSES FOR SERVICES PERFORMED IN HER OFFICIAL CAPACITY FOR THIS ORGANIZATION. PENNY M. SPENCE (THROUGH APRIL 8, 2025) AND KATY GRAHAM (BEGINNING MAY 28, 2025) ARE COMPENSATED BY RELATED ORGANIZATION, STOWERS RESOURCE MANAGEMENT INC. ("SRM"), FOR SERVICES PERFORMED IN THEIR OFFICIAL CAPACITIES FOR SRM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STOWERS INSTITUTE FOR MEDICAL RESEARCH | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 202993509 | MED RESEARCH | DE | 501(c)(3) | 4 | NA | false |
| STOWERS RESOURCE MANAGEMENT INC | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 412186719 | SUPPORT ORG | DE | 501(c)(3) | Type I | SIMR | Yes (true) |
| STOWERS REAL ESTATE HOLDING CORPORATION | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 261472230 | TITLE HOLDING | DE | 501(c)(2) | SRM | Yes (true) | |
| BIOMED VALLEY CORPORATION | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 743238244 | SUPPORT ORG | DE | 501(c)(3) | Type I | SIMR | Yes (true) |
| STOWERS SCIENTIFIC EDUCATION INSTITUTE | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 205916445 | SUPPORT ORG | DE | 501(c)(3) | Type I | SIMR | Yes (true) |
| STOWERS POLICY INSTITUTE INC | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 203270502 | SEE PART VII | DE | 501(c)(4) | SIMR | false | |
| STOWERS INVESTMENT HOLDING CORPORATION | ||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 920365628 | TITLE HOLDING | DE | 501(c)(2) | SRMSPI | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIOMED VALLEY DISCOVERIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4435 MAIN ST SUITE 550 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061646533 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOWERS RESOURCE MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $2,984,672 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part II, Column (b) PRIMARY ACTIVITY | STOWERS POLICY INSTITUTE INC'S. ("SPI") PRIMARY ACTIVITY IS TO PROMOTE INNOVATIVE AND ETHICAL BIOMEDICAL RESEARCH, THERAPIES AND CURES, AND TO ADVOCATE FOR A POLITICAL, ECONOMIC, AND SOCIAL ENVIRONMENT THAT ADVANCES, FACILITATES, AND PROTECTS THAT RESEARCH AND THOSE THERAPIES AND CURES. |
| Schedule R, Part IV, Column (b) PRIMARY ACTIVITY | BIOMED VALLEY DISCOVERIES, INC.'S ("BVD") PRIMARY ACTIVITY IS THE DEVELOPMENT AND MARKETING OF SCIENTIFIC DISCOVERIES. BIOMED VALLEY CORPORATION IS THE 100% OWNER OF BVD STOCK. |
| Schedule R, Part V, Line 1n LINE 1O - VARIOUS TRANSACTIONS WITH RELATED ORGANIZATIONS | SRM AND SIMR, RELATED PARTIES, SHARE FACILITIES AND EMPLOYEES WITH GSSIMR IN ORDER TO PROVIDE THE SUPPORT SERVICES DESCRIBED IN A FUNDING AND SUPPORT SERVICES AGREEMENT. NOTWITHSTANDING THE SERVICES TO BE PROVIDED, NEITHER SRM OR SIMR WILL BE RESPONSIBLE FOR ANY MATTERS RELATING TO (A) DAY-TO-DAY CONDUCT OF GSSIMR'S OPERATIONS, INCLUDING DIRECT SUPERVISION OF GSSIMR'S EMPLOYEES, OR (B) ACADEMIC DUTIES AND RESPONSIBILITIES AND FUNCTIONS RELATED TO ACADEMICS. THE CONDUCT OF GSSIMR'S ACADEMIC ACTIVITIES AND FUNCTIONS RELATED TO ACADEMICS REMAIN UNDER THE EXCLUSIVE SUPERVISION, DIRECTION, AND CONTROL OF GSSIMR. SRM SUPPORT SERVICES INCLUDE CAMPUS SECURITY, FINANCE AND ACCOUNTING SERVICES, INFORMATION TECHNOLOGY, LEGAL COUNSEL, SCIENCE COMMUNICATIONS AND GRANTS ADMINISTRATION, PLANT MAINTENANCE, LIBRARY SERVICES, PROCUREMENT, RECEIVING, AND LAB RESEARCH REGULATORY AND ENVIRONMENTAL HEALTH AND SAFETY TRAINING AND SUPPORT. SIMR SUPPORT SERVICES INCLUDE PROVIDING FACULTY MEMBERS, LABORATORY FACILITIES, AND FINANCIAL SUPPORT FOR THE PREDOCTORAL RESEARCHERS DURING TIME SPENT ON THEIR THESIS RESEARCH IN THE LABORATORIES. |
| Schedule R, Part V, Line 1s OTHER TRANSFER FROM RELATED ORGANIZATION | GSSIMR RECEIVES THE PER CAPITA FORMULA BASED APPROPRIATION FROM STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") REPORTED ON FORM 990, PART VIII REVENUE LINE 2A. GSSIMR RECEIVES SUPPLEMENTAL APPROPRIATION FROM SIMR REPORTED ON FORM 990, PART VIII REVENUE LINE 2B. |
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